Rachel Heimann is a financial advisor with Morgan Stanley in Bethesda, MD, holding a Series 66 license and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Joanne Yecies is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. She previously worked at Cambridge Associates, LLC for six years before joining RBC Capital Markets in 2020. Outside of her advisory role, Joanne serves as a committee member on the Alumnae Board of Holton-Arms School, an independent college preparatory school. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and implements tailored investment strategies through both in-house and third-party managers.

Kevin Di Manna is a financial advisor with Merrill in North Bethesda, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2017 and was previously employed at Arthur J. Gallagher from 2015 to 2017. Outside of his advisory role, he coaches younger baseball players through sports camps and clinics as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Corey is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016, and previously held roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Citigroup Global Markets. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized, integrated operational structure.

Christopher Krabbe is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his advisory role, his background includes positions at Enterprise Rent-A-Car and involvement with the Five Oaks Swim Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Heebink is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held positions at Ameriprise Financial Services and Keel Point, LLC prior to joining Morgan Stanley in 2019. Heebink holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating the Global Investment Committee’s return estimates and simulation models.

Gary Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He worked at Janney Montgomery Scott for a decade before joining LPL Financial and operating Retirement & Investment Group LLC, a related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a large network of advisors.

Eric Kovacic is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its offering.

Christopher Casey is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. His prior experience includes roles at United Brokerage Services and Raymond James Financial Services. Outside of his advisory work, he is the head coach for a 12-and-under baseball team with the Win Within Baseball Program in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Meg Yoder is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. In this role, she partners with clients to simplify financial complexity and develop personalized strategies to manage risk, create income, and plan for legacy goals. Prior to this, she served as a Financial Consultant at Fidelity Investments from 2020 to 2025 and began her career as an Associate Financial Consultant at Charles Schwab from 2017 to 2020. Throughout her career, Meg has focused on helping clients work toward their financial objectives through disciplined and tailored approaches. Outside of her professional work, she has personal interests that include cooking and baking, fitness, being a foodie, parenthood, pets, and swimming.

Neal Abravanel is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior experience includes a role at Prudential Equity Group, LLC from 2000 to 2003. He holds Series 63 and Series 65 licenses and acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by extensive research and analytics.

Arjun Venu is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Catherine Russell is a financial advisor at Edward Jones in Crofton, MD, holding a Series 66 designation. She has been with Edward Jones since 2024 and has prior experience at Scarborough Capital, RBC, and Interior Concepts Inc. She also spent several years working at Davis Pub and as a student before beginning her financial advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Leandro Conti is a financial advisor with Merrill in Columbia, MD. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked in education and sports organizations, including the Howard County Public School System and the Soccer Association of Columbia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ndamzi Lumati is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2014. Outside of finance, Lumati serves as an office administrator for a healthcare staffing company and has self-published books on personal empowerment. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Scott Kreger is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides tailored advisory programs combining in-house and third-party investment management with various portfolio management options.

Robert Pfeifer is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Kutz is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliates since 2016. He is also an agent for fixed insurance products, including life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary account structures.

William Compere is a financial advisor with Primerica Advisors in Crofton, MD, holding a Series 65 designation and 14 years of industry experience. His work history includes roles at Digi Financial, GPS Insight, and multiple technology firms, alongside a long tenure with Primerica and PFS Investments. Outside of advising, he has worked as a part-time driver for a rideshare company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Carmen Peluso is a CFP®-certified financial advisor with Edward Jones, based in Bethesda, MD. She has 13 years of industry experience and has been with Edward Jones for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.